Book Image

Mastering Salesforce CRM Administration

By : Rakesh Gupta
Book Image

Mastering Salesforce CRM Administration

By: Rakesh Gupta

Overview of this book

The book starts by refreshing your knowledge of common admin tasks. You will go over Lightning Experience and various security aspects. You will be shown how to implement territory management in your organization and make use of custom objects. From here, the book progresses to advanced configuration, data management, and data analytics before swiftly moving on to setting up advanced organization-wide features that affect the look and feel of the application. Extend the capabilities of your organization’s Salesforce implementation by optimizing and extending Sales Cloud, Salesforce1, and Service Cloud applications. This guide will equip you with the tools you need to build a successful career in Salesforce.
Table of Contents (20 chapters)
Mastering Salesforce CRM Administration
Credits
Foreword
About the Author
About the Reviewers
www.PacktPub.com
Customer Feedback
Preface

Overview of the Salesforce1 mobile application


Salesforce1 is a mobile application for users to create, update, and delete records from anywhere. It also allows users to view reports and dashboards and access Chatter functionality through it.

Features of the Salesforce1 mobile application

Salesforce1 comes with various features. The following are a few actions that a user can perform through it: read, create, update, and delete records, including changing the owner of records. Using this application, you can create and edit records offline as well and also perform the following:

  • Send push notifications

  • Submit a record for approval

  • Access a list view and related list

  • Access all your custom objects and apps through the navigation menu

  • Access Visualforce pages and components in the navigation menu

  • Access Salesforce files

  • Access reports, dashboards, and Lightning charts

  • Get insights into accounts and opportunities through a news app

Installing the Salesforce1 mobile application

You can download the Salesforce1...